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Hedge Funds Similar to PROVIDENT

13F Portfolio OverlapQ1 2026PROVIDENT portfolio →
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Most similar hedge funds by 13F overlap

PROVIDENT TRUST CO is an institutional investor managing $4.8B across 22 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PROVIDENT are HFR Wealth ,, CALEDONIA INVESTMENTS PLC, Ruane, Cunniff & Goldfarb, with shared positions in $TJX, $SCHW, $TSCO, $FAST, $TMO, $ACN. The full ranking of 25 similar funds is below.

#1HFR Wealth Management, LLCActive
Notable overlap · 3 shared positions
$TJX$SCHW$TSCO
$407M
49 positions
#2CALEDONIA INVESTMENTS PLCSmart money
Notable overlap · 3 shared positions
$SCHW$FAST$TMO
$856M
15 positions
#3Ruane, Cunniff & Goldfarb L.P.Active
Notable overlap · 3 shared positions
$SCHW$ACN$AXP
$6.0B
50 positions
#4Hendershot Investments Inc.Active
Notable overlap · 5 shared positions
$TJX$TSCO$FAST$ACN$AXP
$744M
129 positions
#5Capital Wealth Planning, LLCActive
Notable overlap · 3 shared positions
$AXP$TJX$FAST
$18.1B
151 positions
#6WEIK CAPITAL MANAGEMENTActive
Notable overlap · 3 shared positions
$TJX$PNC$AXP
$251M
90 positions
#7FIDUCIARY MANAGEMENT INC /WI/Active
Notable overlap · 3 shared positions
$SCHW$ACN$PNC
$8.1B
62 positions
#8NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 4 shared positions
$TJX$FAST$ACN$TMO
$1.5B
105 positions
#9Safe Harbor Fiduciary, LLCPassive
Some overlap · 4 shared positions
$SCHW$PNC$TJX$TMO
$105M
56 positions
#10Elefante Mark BPassive
Some overlap · 3 shared positions
$TJX$AXP$SCHW
$182M
58 positions
#11Dempze Nancy EPassive
Some overlap · 3 shared positions
$TJX$AXP$SCHW
$182M
92 positions
#12Omega Financial Group, LLCPassive
Some overlap · 3 shared positions
$SCHW$AXP$ACN
$308M
101 positions
#13THOMAS STORY & SON LLCPassive
Some overlap · 3 shared positions
$FAST$ACN$TSCO
$261M
51 positions
#14PARTHENON LLCActive
Some overlap · 4 shared positions
$FAST$AXP$SCHW$PNC
$875M
127 positions
#15Delaney Dennis RPassive
Some overlap · 3 shared positions
$TJX$SCHW$AXP
$282M
60 positions
#16Hemenway Trust Co LLCActive
Some overlap · 3 shared positions
$TJX$AXP$SCHW
$1.2B
135 positions
#17JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$TJX$ACN$AXP$SHW
$696M
70 positions
#18BARR E S & COActive
Some overlap · 4 shared positions
$SCHW$AXP$TROW$SHW
$1.7B
108 positions
#191248 Management, LLCActive
Some overlap · 3 shared positions
$SCHW$PNC$TJX
$216M
146 positions
#20Sierra Legacy GroupPassive
Some overlap · 3 shared positions
$TJX$ACN$TMO
$131M
77 positions
#21GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$TJX$SCHW$TMO
$88M
38 positions
#22CRAWFORD INVESTMENT COUNSEL INCPassive
Some overlap · 4 shared positions
$PNC$ACN$AXP$SCHW
$5.9B
300 positions
#23FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$SCHW$ACN$SHW$TMO
$21.4B
109 positions
#24Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$AXP$TJX$ACN
$649M
186 positions
#25PUZO MICHAEL JPassive
Some overlap · 3 shared positions
$TJX$AXP$SCHW
$343M
67 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.